The access and tax-free timing of superannuation does not suit every investor Both superannuation and imputation bonds are long-term investment structures that provide tax-paid outcomes. Both structures can also deliver tax-free distributions in hands of investors but at different time intervals superannuation timing/rules for access may not suit every investor Contact Ross Higgins Austock Life […]
superannuation
Wealth Protection Expert Joins Townsends Law
Townsends Lawyers have appointed senior superannuation, estate planning and tax lawyer Brian Hor as ‘Special Counsel – Superannuation & Estate Planning’. The appointment adds to the firm’s capacities in wealth protection services increasing their services in sophisticated legal advice to accountants, financial planners and their clients in the areas of superannuation, estate planning and taxation. […]
The top 10 super terms to understand when getting serious about your retirement planning
Crystal Wealth Partners director John McIlroy talks about the top 10 superannuation terms to help investors understand the system.
Newsflash: Chaos reigns over contributions, says lawyer
Chaos and confusion reign about contributions to SMSFs, says Caroline Harley, an Associate at Townsends Business & Corporate Lawyers.
Contribution caps must be checked and double-checked, a leading lawyer says
Highlights If lawyers and/or clients are going to make further contributions before June 30 it is important to learn from those who have gone before you and fallen foul of the ATO through contribution timing errors with dire implications, says Peter Townsend. Rule 1: When is a payment actually made? Verschuer v FCT [2013] AATA […]
Why do so many people not have a will?
Why do so many people not have a will? Townsends Business & Corporate Lawyers The current available survey evidence is that 50% of adults in Australia do not have a Will. Combine this statistic with the estimated two thirds of existing Wills likely to be out-of-date owing to an individual’s changed circumstances, this leaves around […]
The Five Elements of a Good Estate Plan
The Five Elements of a Good Estate Plan: Townsends Business & Corporate Lawyers It’s a myth that only wealthy people need estate planning. Just about everyone needs some level of estate planning. To understand why, and to see the five elements that constitute a good estate plan, read on … Just about every adult person […]
Starting SMSFs to Escape Share Market
Over $14 billion in superannuation moves out of existing funds every year and goes into new or existing SMSFs. Why is the equivalent of a biggish industry fund moving into DIY every year? People choosing to escape the share market allocations of retail and industry funds to protect their assets and find stable income streams. […]